Significant Wealth Partners LLC Has $506,000 Position in Microsoft Corporation $MSFT

Significant Wealth Partners LLC lowered its position in Microsoft Corporation (NASDAQ:MSFT) by 7.5% during the second quarter, HoldingsChannel reports. The institutional investor owned 1,017 shares of the software giant’s stock after selling 83 shares during the period. Significant Wealth Partners LLC’s holdings in Microsoft were worth $506,000 as of its most recent SEC filing.

A number of other hedge funds have also recently added to or reduced their stakes in the company. Brady Martz Wealth Solutions LLC grew its holdings in Microsoft by 1.4% during the first quarter. Brady Martz Wealth Solutions LLC now owns 6,650 shares of the software giant’s stock valued at $2,496,000 after purchasing an additional 95 shares during the last quarter. Real Talk Capital LLC grew its holdings in Microsoft by 1.6% during the first quarter. Real Talk Capital LLC now owns 2,290 shares of the software giant’s stock valued at $860,000 after purchasing an additional 37 shares during the last quarter. Modern Wealth Management LLC grew its holdings in Microsoft by 39.3% during the first quarter. Modern Wealth Management LLC now owns 144,852 shares of the software giant’s stock valued at $54,376,000 after purchasing an additional 40,860 shares during the last quarter. Well Done LLC grew its holdings in Microsoft by 8.9% during the second quarter. Well Done LLC now owns 9,911 shares of the software giant’s stock valued at $4,930,000 after purchasing an additional 814 shares during the last quarter. Finally, Lantz Financial LLC grew its holdings in Microsoft by 2.5% during the second quarter. Lantz Financial LLC now owns 24,210 shares of the software giant’s stock valued at $12,042,000 after purchasing an additional 580 shares during the last quarter. Institutional investors and hedge funds own 71.13% of the company’s stock.

Microsoft Stock Performance

Shares of NASDAQ:MSFT opened at $524.85 on Thursday. Microsoft Corporation has a twelve month low of $344.79 and a twelve month high of $555.45. The firm has a market cap of $3.90 trillion, a PE ratio of 38.48, a price-to-earnings-growth ratio of 2.28 and a beta of 1.03. The company has a debt-to-equity ratio of 0.12, a quick ratio of 1.35 and a current ratio of 1.35. The business has a fifty day moving average of $513.61 and a 200-day moving average of $469.46.

Microsoft (NASDAQ:MSFT) last announced its earnings results on Wednesday, July 30th. The software giant reported $3.65 earnings per share for the quarter, beating analysts’ consensus estimates of $3.35 by $0.30. Microsoft had a return on equity of 32.44% and a net margin of 36.15%.The company had revenue of $76.44 billion during the quarter, compared to analyst estimates of $73.79 billion. During the same period last year, the company posted $2.95 earnings per share. The firm’s quarterly revenue was up 18.1% compared to the same quarter last year. Microsoft has set its Q1 2026 guidance at EPS. On average, equities research analysts predict that Microsoft Corporation will post 13.08 EPS for the current fiscal year.

Microsoft Increases Dividend

The firm also recently announced a quarterly dividend, which will be paid on Thursday, December 11th. Stockholders of record on Thursday, November 20th will be paid a $0.91 dividend. This represents a $3.64 dividend on an annualized basis and a dividend yield of 0.7%. This is a boost from Microsoft’s previous quarterly dividend of $0.83. The ex-dividend date is Thursday, November 20th. Microsoft’s dividend payout ratio is 24.34%.

Wall Street Analysts Forecast Growth

Several brokerages have commented on MSFT. Evercore ISI increased their price target on Microsoft from $515.00 to $545.00 and gave the company an “outperform” rating in a report on Friday, July 25th. Citigroup increased their price objective on Microsoft from $605.00 to $613.00 and gave the company a “buy” rating in a research report on Tuesday, July 22nd. Bank of America increased their price objective on Microsoft from $585.00 to $640.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. Scotiabank increased their price objective on Microsoft from $500.00 to $650.00 and gave the company a “sector outperform” rating in a research report on Thursday, July 31st. Finally, Jefferies Financial Group increased their price objective on Microsoft from $600.00 to $675.00 and gave the company a “buy” rating in a research report on Thursday, July 31st. One investment analyst has rated the stock with a Strong Buy rating, thirty-one have given a Buy rating and two have given a Hold rating to the stock. Based on data from MarketBeat, the stock currently has a consensus rating of “Moderate Buy” and an average target price of $618.47.

Insiders Place Their Bets

In other news, CEO Satya Nadella sold 149,205 shares of the firm’s stock in a transaction on Wednesday, September 3rd. The stock was sold at an average price of $504.78, for a total value of $75,315,699.90. Following the completion of the sale, the chief executive officer directly owned 790,852 shares in the company, valued at approximately $399,206,272.56. This trade represents a 15.87% decrease in their ownership of the stock. The sale was disclosed in a filing with the SEC, which is available through this link. Also, EVP Takeshi Numoto sold 4,850 shares of the firm’s stock in a transaction on Tuesday, August 12th. The shares were sold at an average price of $527.32, for a total value of $2,557,502.00. Following the completion of the sale, the executive vice president owned 39,111 shares of the company’s stock, valued at approximately $20,624,012.52. This trade represents a 11.03% decrease in their ownership of the stock. The disclosure for this sale can be found here. Company insiders own 0.03% of the company’s stock.

Microsoft Company Profile

Microsoft Corporation develops and supports software, services, devices and solutions worldwide. The Productivity and Business Processes segment offers office, exchange, SharePoint, Microsoft Teams, office 365 Security and Compliance, Microsoft viva, and Microsoft 365 copilot; and office consumer services, such as Microsoft 365 consumer subscriptions, Office licensed on-premises, and other office services.